Workshops That Transform Financial Firms

Offer your audience or team an experience to grow bolder and better as they take action on immediately -- often before they leave the training!

Maria is not a ra-ra, get everyone jumping up and down Keynote speaker.

Instead, if it's important to offer your participants, the type of value that has them taking immediate action on taking their practice to the next level, Maria is your best bet to conduct a workshop or virtual presentation speaker.

Maria is available to conduct customized workshops, of between 1 hour and numerous days, for your next office meeting, retreat, chapter meeting, webinar, teleseminar, or conference.

Does Your Audience Seek Better Ways to Operate and Grow?

Let Maria turn complex business processes into simple, doable actions. Her talks concentrate on important business growth topics that lead to more focus and substantial growth such as:

Service-based small business owners, especially those who work with financial advisors

C-level executives from large or mid-sized companies ready to plan smarter

Maria Marsala, the founder of Elevating Your Business, is a former Retail Bond Trader who developed creative ways for the firm's retail sales force upsell to their current clients. She's known as a thought provoking, challenging straight-shooting NYer. She is sought after for her encouraging, no-BS, content-driven, tawks. Always resource-full, Maria challenges her audience with into step-by-step solutions that inspire immediate action. With take-aways the audience can use immediately, each participant gains a new understanding of skills that build competence, boost confidence, and provide a game plan for action.

Each workshop topic is customized to the audience to ensure the highest benefit and implementation for attendees. Learn more about the process we use to customize here. We provide a handout, template, and evaluation for you to copy for attendees within ample time of the event. Ask us to include one article on the topic that you can use in your newsletter or other marketing prior to the event.

Sample Topics

Working Less Earns You More: Niche Marketing for Financial Advisors
Working Less Earns You More: Developing An Ideal Client Profile for Financial Advisors
Working Less Earns You More: The One Page Business Plan® for Financial Advisors
Working Smarter: Integrating Your Online & Offline Marketing Presence
Working Smarter: Demystifying LinkedIn® 101
Working Smarter: Leveraging The Power of LinkedIn®
Working Smarter: Using Article Marketing To Grow Your Business
Working Smarter: Developing Strategic Alliances To Grow Your Business More Quickly
Clean Sweep Stress From Your Life: Getting Your Rear In Gear

Add Value With Breakthrough Sessions

Extend the value at your conference or meeting by adding a tailored break-out session on planning, social media, relationship marketing, productivity, creating systems, or team building. When participants share their personal experiences, action steps they'll take next, and brainstorm it brings the work they're doing to a higher level of success. We can also be hired to provide your members or team with 1:1 coaching or to do a pre-conference event for 3-6 hours.